NEOKAI Capital
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Neokai Capital advises individuals — including high-net-worth clients — as well as corporations and other business entities, providing ongoing discretionary portfolio management and periodic investment reviews. The firm documents each client’s situation and objectives in an Investment Policy Statement and implements tailored asset allocation and security selection consistent with those IPSs.
The firm combines fundamental analysis, modern portfolio theory, and quantitative methods to construct portfolios and pursues both long- and short-term trading approaches. Notably, Neokai employs margin (borrowing) and options/derivative strategies in separately managed accounts, and manages accounts on a discretionary basis with documented risk tolerances — practices that are less common among similar supported firms.
Neokai is relatively modest in scale, operating with three advisors and managing assets for roughly 130 clients, and it requires clients to use specified custodians (Charles Schwab or Interactive Brokers), which can influence trade execution and access to custodial research. The brochure also discloses the firm’s acceptance of soft-dollar research benefits and its stated policies on fair allocation of opportunities across client accounts.
Client services
Expertise
Fee options
2.00% annually
Main office
1585 Kapiolani Blvd, Suite 1612
Honolulu HI 96814-4528
Advisors at this office
3
Most active in
California · Hawaii · Oregon · Texas · Washington
Also doing business as
Akamai Capital Advisors · Akamai Capital Advisors LLC · Neokai Capital · Neokai Capital LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Kera W
Series 65
Honolulu, HI
NEOKAI Capital
Kera Wong Miyasato is a financial advisor at Neokai Capital with three years of industry experience. She holds a Series 65 designation and has previously worked at Merrill Lynch Wealth Management and held multiple roles at the University of Hawai'i. Outside of advising, she has been involved with KeraMiya Financial Education, LLC and The Tidy Home, LLC. Neokai Capital provides discretionary portfolio management and periodic investment reviews for individuals, high-net-worth clients, corporations, and business entities. The firm uses fundamental analysis, modern portfolio theory, and quantitative methods to construct portfolios that include margin and options strategies, managing accounts with documented risk tolerances.
Jordan B
Series 65
Honolulu, HI
NEOKAI Capital
Jordan Baird is a financial advisor at Neokai Capital in Honolulu, HI, holding a Series 65 designation with three years of industry experience. Prior to joining Neokai Capital in 2022, he worked at Leatherman Tool Group from 2015 to 2018. Neokai Capital advises individuals, including high-net-worth clients, as well as corporations and business entities, providing discretionary portfolio management and investment reviews tailored to each client’s Investment Policy Statement. The firm employs a combination of fundamental analysis, modern portfolio theory, and quantitative methods, incorporating margin and options strategies within separately managed accounts.
Olivia U
Series 65
Honolulu, HI
NEOKAI Capital
Olivia Uong is a financial advisor at Neokai Capital in Honolulu, HI, holding a Series 65 designation with two years of industry experience. Her prior work includes roles at Magnit, Ursus, Inc., Fuel Talent, Nike, Inc., Leatherman Tool Group, and Vectra Visual. Neokai Capital provides discretionary portfolio management and investment reviews for individuals, high-net-worth clients, corporations, and other business entities. The firm employs a combination of fundamental analysis, modern portfolio theory, and quantitative methods, using both long- and short-term trading approaches including margin and options strategies.
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